WFI

West Family Investments Portfolio holdings

AUM $383M
1-Year Est. Return 26.07%
This Quarter Est. Return
1 Year Est. Return
+26.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$11.3M
3
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
AMZN icon
Amazon
AMZN
+$4.55M

Top Sells

1
+$20.7M
2
+$18M
3
+$16.6M
4
B
Barrick Mining
B
+$12M
5
LUMN icon
Lumen
LUMN
+$11.5M

Sector Composition

1 Materials 35.62%
2 Technology 12.81%
3 Healthcare 9.22%
4 Financials 7.79%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$608K 0.16%
+15,047
102
$607K 0.16%
+2,801
103
$606K 0.16%
+4,883
104
$601K 0.16%
+2,982
105
$600K 0.16%
+5,325
106
$600K 0.16%
+3,446
107
$596K 0.16%
+10,191
108
$595K 0.16%
+6,980
109
$584K 0.16%
+7,184
110
$583K 0.16%
+1,155
111
$580K 0.16%
+3,970
112
$576K 0.16%
+61,005
113
$567K 0.15%
+39,898
114
$565K 0.15%
+21,568
115
$549K 0.15%
+3,264
116
$549K 0.15%
+1,528
117
$548K 0.15%
+37,285
118
$542K 0.15%
+10,300
119
$541K 0.15%
+6,774
120
$539K 0.15%
+4,516
121
$537K 0.15%
+8,107
122
$536K 0.15%
+4,655
123
$535K 0.14%
+3,808
124
$529K 0.14%
+7,555
125
$527K 0.14%
+52,992
3 4
5
6 7